Meet Our Experts

Every relationship we build reflects the experience, integrity and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security. Our fee-only planners are committed to our client's needs and priorities.

Quad Cities Read bio

Marty Kurtz, CFP®

Founder/Partner

Certified Financial Planner™
Quad Cities Read bio

Eric Kies, CFP®

Partner/President/CCO

Certified Financial Planner™
Cicly Maton
Chicago Read bio

Cicily Maton, CFP®, CeFT®

Partner/Sr. Financial Planner

Certified Financial Planner™
Fresno Read bio

John Longstaff, CFP®

Partner/Sr. Financial Planner

Certified Financial Planner™
Chicago Read bio

Michelle Maton, CFP®, CeFT®

Partner/Sr. Financial Planner

Certified Financial Planner™
Quad Cities Read bio

Matthew Sivertsen, CFP®, CeFT®

Partner/Sr. Financial Planner

Certified Financial Planner™
Quad Cities Read bio

Andrew Sivertsen, CFP®, CeFT®

Partner/Sr. Financial Planner

Certified Financial Planner™
Twin Cities Read bio

JJ Sessions, CFP®

Partner/Sr. Financial Planner

Certified Financial Planner™
Quad Cities Read bio

Nancy Greer, CPA

Sr. Tax Advisor/CFO

Certified Public Accountant
Nancy Blunck The Planning Center
Alaska Read bio

Nancy Blunck, MS, CFP®

Sr. Financial Planner

Certified Financial Planner™
Marty Martin
Chicago Read bio

Wm. Marty Martin, PsyD

Psychologist

Alaska, Twin Cities Read bio

Michael Branham, CFP®

Sr. Financial Planner

Certified Financial Planner™
Quad Cities Read bio

Rob Baner, CPA

Tax Advisor

Certified Public Accountant
Quad Cities Read bio

Latrenda Dixon

Sr. Tax Analyst

Nancy Caldie
Chicago Read bio

Nancy Caldie

Client Relationship Manager

Fresno Read bio

Ashlee Veneman

Sr. Planning Analyst

Quad Cities Read bio

Brenda Bromley

Client Relationship Manager

Quad Cities Read bio

Matt Knoll

Sr. Planning Analyst

Anina De Tommaso
Chicago Read bio

Anina De Tommaso, RP®

Paraplanner

Amber Miller
Twin Cities Read bio

Amber Miller

Sr. Planning Analyst

Quad Cities Read bio

Tyler Fisher

Planning Analyst

Quad Cities Read bio

Kathi Parrish, RP®, CRPS

Registered Paraplanner

tpc member sheldon lee
Chicago Read bio

Sheldon Lee

Comptroller

Quad Cities Read bio

Pat Taylor

Seasonal Tax Assistant

Fresno Read bio

Sandra Foley

Client Service Representative

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

50
Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent
Independent

Objectivity

We listen and keep an open mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

Pin It on Pinterest